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Chronicles

The story behind the story

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Bitcoin Cash reduces its block rewards by half, causing many miners to see gross margins drop to near zero, after reaching block height of 630,000 on Wednesday

in Real Time

CoinDesk Wolfie Zhao

Context & Ripple Effects

Bitcoin Cash just ran the dress rehearsal for the event the whole mining sector has been bracing for: its first reward halving, which pushed many of its miners' gross margins to near zero overnight. The stakes are bigger than one chain — firms have spent $500M+ since September preparing for Bitcoin's own halving in May, and today shows exactly what that transition feels like at the margin.

The precedent is mixed: after the 2016 halving cut Bitcoin rewards by 50%, analysts debated whether price appreciation or miner attrition would dominate — a question BCH miners now face with far thinner cushions.

First-order effects

  • BCH miners operating on older hardware or higher power costs are now mining at roughly break-even gross margins, forcing an immediate choice between absorbing losses, switching rigs to other chains, or powering down.

Second-order effects

  • Any rigs that leave BCH migrate their hash power to competing proof-of-work chains, shifting relative network security and making the surviving BCH miners more dependent on transaction fees and price appreciation to restore profitability.

Third-order effects

  • If the pattern from prior halvings holds, each reward cut systematically culls high-cost miners and consolidates capacity among the lowest-cost operators — a dynamic Bitcoin's May halving is set to repeat at much larger scale.

The trend: Programmed reward halvings are becoming recurring stress tests that reset proof-of-work mining economics every few years, squeezing out marginal operators and concentrating the industry around cheap power.